Asuncion Rodriguez Jr. , Insurance Professional

Asuncion Rodriguez Jr. , Insurance Professional

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I'm Asuncion Rodriguez Jr, an insurance professional living and working in Monterey County, CA.

Two Key Lessons From the Banking Crisis 04/17/2023

Here are a few financial takeaways we can draw from the recent bank failures.

Two Key Lessons From the Banking Crisis The banking crisis is a result of poor risk management. Learn from mistakes that caused it and apply the lessons to your retirement planning.

Everything You Need to Know About Credit Utilization 04/06/2023

If you're trying to improve your credit score or manage your spending habits, it helps to know your credit utilization rate. This guide covers what credit utilization means and how to calculate it.

Everything You Need to Know About Credit Utilization Learn how to lower your credit utilization rate, how your rate affects your credit, and how you can influence it month to month.

How to Talk to Your Partner about Retirement 03/31/2023

Couples can benefit from defining and discussing their retirement needs together. Following these tips helps ensure that conversations with your partner about retirement are productive.

How to Talk to Your Partner about Retirement Tips for having a dispassionate discussion about the radical lifestyle changes that accompany your decision to stop working

How to Maximize Tax Savings When You Have Multiple Income Sources 03/23/2023

Having several sources of income can add extra confusion and stress during tax season. This guide can help you navigate your taxes to get the best return possible.

How to Maximize Tax Savings When You Have Multiple Income Sources Understanding how each income stream is taxed can help unlock additional savings.

Bond yields keep on rising 03/20/2023

Bond yield rates are climbing as of February, and economic indicators are hinting that cooling inflation earlier this year may have been a temporary trend.

Bond yields keep on rising Worldwide financial markets are adjusting to the reality that rates are going to go higher.

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1723 Little River Drive
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